Microsoft Dynamics 365

Business Management Software Reinvented

The better way to connect your business

Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before. From day one, it makes ordering, selling, invoicing, and reporting easier and faster. Turn your multiple disconnected systems into one. Boost efficiency with automated tasks and workflows—all from within familiar Office tools like Outlook, Word, and Excel. Get a complete picture of your business and make better business decisions, with built-in intelligence when and where you need it. With your business running in the cloud, it’s easy to change and adapt at your own pace without involving IT. Start with what you need, quickly and easily, then be ready for growth.

Why Choose Long Martin Technology Group?

Long Martin's professionals have been delivering Microsoft Dynamics solutions to small and mid-sized businesses for over 15 years. Our technology savvy accountants and ERP professionals are uniquely qualified to navigate your business through the complexities of moving to a new cloud accounting and ERP system.

Microsoft Dynamics 365

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Functionality Overview

Financial Management

  • General Ledger
  • Account Receivables
  • Account Payables
  • Budgets
  • Account Schedules
  • Bank Reconciliation
  • Cash Flow Forecast
  • Check Writing
  • Electronic Payment
  • Deferrals
  • Fixed Assets


Inventory Management

  • Inventory
  • Item Substitutions
  • Returns and cancellation
  • Alternative Ship-to Addresses
  • Shipping Agents
  • Drop Shipments
  • Non-stock Items



  • Sales Invoicing
  • Sales Order Management
  • Pricing and Discounting
  • Contact Management
  • Opportunity Management
  • Interaction Management
  • Sales Tax
  • Outlook Client Integration
  • Contact Classification
  • Mail Logging for MS Exchange
  • Dynamics 365 for Sales Integration



  • Purchase Oder Management
  • Vandor Management
  • Vandor item Catalog
  • Purchase Line Pricing
  • Purchase Invoice Discounts
  • Purchase Line Discounting


Project Management

  • Job Management
  • Capacity Management
  • Budget/Estimates
  • Basic Resources


Additional Capabilities

  • Multiple Currencies
  • Dimensions
  • Document Reporting
  • Workflow
  • Import Online Currency Rate
  • Paypal Integration
  • Audit Trail
  • Document Management, Capture, and OCR
  • Outlook Add-in
  • Date Migration


Microsoft Dynamics 365 is the next generation of intelligent business applications that enable organizations to grow, evolve, and transform. To help get you up and running quickly, Microsoft Dynamics 365 for Financials is sold by a network of reselling partners that offers both technical know-how and industry expertise. Whether you prefer a partner located near your business or one with specific industry knowledge we can help get you started.

Start a free trial of Microsoft Dynamics 365 for Financials, or contact a Long Martin professional now to answer your questions or to setup your free trial.

Microsoft Dynamics 365 Dashboard

What is Microsoft Power BI?

Power BI is a suite of business analytics tools to analyze data and share insights. Monitor your business and get answers quickly with rich dashboards available on every device. Connect to what matters to you - Excel spreadsheets, on-premises data sources, Hadoop datasets, streaming data, and cloud services. Power BI integration brings together all your data so you can start analyzing it in seconds.

Accounting productivity has moved a step forward with Dynamics 365 for Financials. Find out how easy it is to combine your usual business tasks with Microsoft’s familiar productivity tools. Increase sales, manage finances and streamline your operations – whether you’re in the office, or on the go.

Why choose Microsoft Dynamics 365 for Financials?

Microsoft Dynamics 365 Analytics

All-in-One Solution

Don’t waste time trying to gather sales and accounting data from several applications. Dynamics 365 for Financials has everything you need to manage your financial information, sales, service and operations. Connect applications like payroll, banking apps, CRM systems or custom APIs so you can start analyzing your data right away and find the answers you’re looking for.

Automate & Secure Business Procedures

Improve productivity with easy-to-create workflows. Set up complete audit trails with just a few clicks to monitor your financial information. When you use Dynamics 365 for Financials, all these procedures are backed up by enterprise-level security. You won’t find these kinds of features in basic accounting software.

360-Degree View

All your data from accounting, sales, purchasing, inventory and customer conversations is stored in one place to give you a 360-degree view of your business. All this data stays up to date so you can spot trends, get a head start on negative issues and build better relationships with your customers.

Hit the Ground Running

Be ready to tackle any job from Day One: quotes, orders, invoicing, purchasing, cash flow and reporting. Dynamics 365 for Financials is built in the cloud so it’s easy to set up and manage.

Using Office 365?

Fully intergrated to Microsoft Dynamics 365 for Financials

Turn your multiple disconnected systems into one. Boost efficiency with automated tasks and workflows—using familiar Office tools like Outlook, Word, and Excel. Get a complete picture of your business and make better business decisions, with built-in intelligence when and where you need it.

To learn more about how Microsoft Dynamics 365 can help your business,
contact us today.